THE HERITAGE COMPANY 401(K) PLAN

[ EIN: 01-0542927 | Plan No. 001 ]

Form 5500 filing classifies THE HERITAGE COMPANY 401(K) PLAN as a 401(k) plan, sponsored by THE HERITAGE COMPANY. The plan is a Small Plan with 10 participants and total assets of $4,878,362 reported for the 2024 plan year.


Plan Sponsor: THE HERITAGE COMPANY

Location: PO BOX 71,, EAST WATERBORO, ME 04030

EIN: 010542927

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $4,878,362


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